Clarity Wealth Advisors, LLC Portfolio Holdings

Clarity Wealth Advisors, LLC

  • $296 Million
  • Q1 2024

Clarity Wealth Advisors, LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $296 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $23.7M, Vanguard Total Stock Market Et with a value of $23.6M, Invesco Qqq Trust, Series 1 with a value of $22.9M, Apple Inc. with a value of $21.7M, and Vanguard Dividend Appreciation with a value of $15.2M.

Examining the 13F form we can see an increase of $30.2M in the current position value, from $266M to 296M.

Below you can find more details about Clarity Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $296 Million
ETFs: $186 Million
Technology: $39.1 Million
Financial Services: $26.3 Million
Communication Services: $18.5 Million
Healthcare: $9.62 Million
Consumer Defensive: $9.53 Million
Consumer Cyclical: $5.95 Million
Energy: $661,000
Other: $473,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.7 Million 8.0% of portfolio
45,230
Q1 2024 Added 2.7%
$0
$23.6 Million 7.98% of portfolio
90,842
Q1 2024 Added 2.29%
$0
$22.9 Million 7.76% of portfolio
51,671
Q1 2024 Added 1.78%
$3.38T
$21.7 Million 7.32% of portfolio
126,294
Q1 2024 Added 0.49%
$0
$15.2 Million 5.14% of portfolio
83,166
Q1 2024 Added 1.97%
$0
$13.5 Million 4.58% of portfolio
223,065
Q1 2024 Added 414.71%
$0
$11.2 Million 3.78% of portfolio
185,502
Q1 2024 Added 2.91%
$0
$9.89 Million 3.35% of portfolio
43,273
Q1 2024 Added 2.55%
$0
$9.28 Million 3.14% of portfolio
23,333
Q1 2024 Added 17.03%
$376B
$8.66 Million 2.93% of portfolio
11,816
Q1 2024 Added 2.67%
$1.09T
$8.03 Million 2.71% of portfolio
53,172
Q1 2024 Added 2.23%
$529B
$7.53 Million 2.55% of portfolio
17,913
Q1 2024 Added 0.4%
$593B
$6.63 Million 2.24% of portfolio
33,090
Q1 2024 Added 1.04%
$0
$6.06 Million 2.05% of portfolio
19,087
Q1 2024 Reduced 5.09%
$429B
$6.04 Million 2.04% of portfolio
21,633
Q1 2024 Added 2.6%
$1.13T
$5.6 Million 1.9% of portfolio
11,542
Q1 2024 Reduced 1.26%
$303B
$5.49 Million 1.86% of portfolio
30,166
Q1 2024 Added 1.19%
$308B
$5.12 Million 1.73% of portfolio
5,668
Q1 2024 Added 0.66%
$0
$4.76 Million 1.61% of portfolio
115,841
Q1 2024 Added 8.22%
$0
$4.6 Million 1.56% of portfolio
159,737
Q1 2024 Added 32.09%
$123B
$4.55 Million 1.54% of portfolio
72,008
Q1 2024 Added 4.41%
$0
$4.23 Million 1.43% of portfolio
61,481
Q1 2024 Added 19.5%
$3.33T
$4.17 Million 1.41% of portfolio
9,903
Q1 2024 Added 3.32%
$382B
$3.79 Million 1.28% of portfolio
23,938
Q1 2024 Added 4.22%
$0
$3.75 Million 1.27% of portfolio
80,306
Q1 2024 Added 39.52%
$0
$3.36 Million 1.14% of portfolio
44,527
Q1 2024 Added 38.11%
$1.12T
$3.22 Million 1.09% of portfolio
21,150
Q1 2024 Added 0.79%
$0
$3.17 Million 1.07% of portfolio
69,945
Q1 2024 Added 35.19%
$0
$3.12 Million 1.05% of portfolio
53,860
Q1 2024 Added 9.28%
$1.97T
$3.02 Million 1.02% of portfolio
16,750
Q1 2024 Added 7.24%
$0
$2.98 Million 1.01% of portfolio
21,746
Q1 2024 Reduced 8.39%
$0
$2.34 Million 0.79% of portfolio
27,166
Q1 2024 Added 496.79%
$625B
$2.21 Million 0.75% of portfolio
12,544
Q1 2024 Added 15.39%
$0
$1.85 Million 0.62% of portfolio
43,810
Q1 2024 Reduced 7.35%
$0
$1.66 Million 0.56% of portfolio
30,598
Q1 2024 Added 12.33%
$0
$1.43 Million 0.48% of portfolio
2,717
Q1 2024 Reduced 0.07%
$0
$1.33 Million 0.45% of portfolio
26,313
Q1 2024 Added 6.05%
$0
$1.09 Million 0.37% of portfolio
2,260
Q1 2024 Added 0.62%
$181B
$853,000 0.29% of portfolio
6,976
Q1 2024 Reduced 4.4%
$421B
$787,000 0.27% of portfolio
1,635
Q1 2024 Reduced 0.12%
$195B
$716,000 0.24% of portfolio
14,358
Q1 2024 Added 5.04%
$306B
$661,000 0.22% of portfolio
4,195
Q1 2024 Added 2.92%
$91B
$584,000 0.2% of portfolio
1,023
Q1 2024 Added 0.1%
$0
$579,000 0.2% of portfolio
1,718
Q4 2023 Reduced 3.86%
$0
$519,000 0.18% of portfolio
8,440
Q1 2024 Reduced 30.88%
$391B
$534,000 0.18% of portfolio
3,294
Q1 2024 Added 4.97%
$44.9B
$544,000 0.18% of portfolio
1,995
Q1 2024 Added 5.39%
$67.1B
$519,000 0.18% of portfolio
7,754
Q1 2024 Added 5.8%
$381B
$523,000 0.18% of portfolio
4,165
Q1 2024 Added 3.22%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $296 Million
  • Prior Value $266 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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